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Equitable Holdings’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Equitable Holdings’s Portfolio FDV Stock Details FDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.74M Buy
150,990
+8,779
+6% +$274K 0.03% 473
2026
Q1 		$4.07M Buy
142,211
+9,094
+7% +$279K 0.03% 512
2025
Q4 		$3.81M Buy
133,117
+17,697
+15% +$506K 0.03% 445
2025
Q3 		$3.3M Buy
115,420
+17,235
+18% +$489K 0.02% 462
2025
Q2 		$2.7M Buy
98,185
+24,134
+33% +$649K 0.02% 484
2025
Q1 		$2.09M Buy
74,051
+3,868
+6% +$107K 0.02% 503
2024
Q4 		$1.87M Buy
70,183
+3,116
+5% +$86.4K 0.02% 501
2024
Q3 		$1.87M Buy
67,067
+2,880
+4% +$76.6K 0.02% 509
2024
Q2 		$1.59M Buy
64,187
+5,997
+10% +$148K 0.02% 524
2024
Q1 		$1.47M Buy
58,190
+43,464
+295% +$1.05M 0.02% 529
2023
Q4 		$354K Buy
+14,726
New +$335K ﹤0.01% 884

Other funds holding FDV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Equitable Holdings's FDV Position: Q2 2026 in Review

Equitable Holdings increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 6.2% in Q2 2026, buying an estimated $274K and bringing the position to 150,990 shares worth $4.74M. The position accounts for 0.03% of the portfolio, ranked #473.

Equitable Holdings first reported a position in FDV in Q4 2023 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Equitable Holdings held 150,990 shares of Federated Hermes US Strategic Dividend ETF worth $4.74M as of Q2 2026.
  • Equitable Holdings bought 8,779 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $274K.
  • Federated Hermes US Strategic Dividend ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #473 holding.
  • Equitable Holdings first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • 76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.